You can also reach us by phone at 888-342-0131 (Outside of North America 647-925-4154). If you are experiencing a longer than normal wait time, please use the form above or email us at support@touchbistro.com and a representative will contact you.

Chapter 1. Introduction

This document will guide you through setting up a TSYS MX 915/925 PIN pad card reader and how to process payments with a credit card or a gift card.

Chapter 2. Using Other Payment Processors with TSYS

With the TSYS Payment Gateway Services, you are able to register with TSYS and use another payment processor behind the TSYS platform. You should discuss signup and cost of using another payment processor behind TSYS’s Payment Gateway Services, directly with TSYS.

Chapter 3. Verify Your Restaurant Name Does Not Contain an Ampersand

Note: TSYS uses your Restaurant Profile information to process payments. If your restaurant profile name has an ampersand (&) this will result in a processing error. Visit the Restaurant screen and edit the name of your venue in the Name field and change & to “and”.

Chapter 4. Setting Up the VeriFone MX 915/925 TSYS PIN pad

Section 1. Verify if your TSYS Genius Device Supports EMV

Before you begin, you may want to confirm with TSYS that the Genius device sent you supports EMV (“chip and PIN”) transactions. Some Genius devices are not pre-set to support EMV. It would be best before you start to install your hardware that you double check TSYS has sent you the proper device.

Section 2. Connecting the Hardware

Ensure you plug the Genius device into a power source and the unit fully boots up.

1) To Your Router

If you have a free LAN port on your supported router you can connect your Genius device in this manner (Apple AirPort router pictured):

1. Ensure you have a CAT5 Ethernet cable in the WAN port connecting to your Internet modem.

2. Run a CAT5 Ethernet cable between the TSYS Genius device’s left most Ethernet port (i.e., the port closest to the power port) and a free LAN port on the router.

2) To a Switch

It is probably more typical your has no more free LAN ports and you require an Ethernet switch:

1. Ensure you have a CAT5 Ethernet cable in the WAN port connecting to your Internet modem.

2. Run a CAT5 Ethernet cable between the TSYS Genius device’s Ethernet port and any free LAN port on the switch.

3. Run a CAT5 Ethernet cable from any free LAN port on your router to any free LAN port on your switch (all ports on your switch are LAN ports).

Section 3. Reserve Your TSYS Genius Device’s IP Address

By default your router will randomly assign any available IP address to your TSYS Genius devices and will change these IP addresses from time to time. Hence, you need to set your router to always assign your Genius Device a static, never changing IP address.

5. Write the IP address found at the top of the screen on a piece of paper. You will need it later.

6. Press the X button to return to the normal operation of your PIN Pad.

7. Turn the device over and look for a 12 digit letter and number combination. This is the MAC address of this machine. It is unique to this machine and is the address the router uses to recognize a device on the network. Copy this MAC address on a piece of paper. You will need it later.

8. On one of your iPads, launch Airport Utility.

9. Tap on your router image. You may be prompted for a password. If so enter it and tap Edit.

10. Tap Advanced.

11. Tap DHCP and NAT.

12. Tap Reservations.

13. Tap New Reservations.

14. In the Description field, give this device a name that will help identify the hardware. For example, TSYS Front.

15. Enter the MAC address you copied down in the MAC Address field.

16. In the IPv4 Address field, enter the IP address from the TSYS admin screen.

17. After adding the MAC address and deciding on an IP address to reserve, tap Done.

18. Your Genius device now appears in the reservation list.

19. Tap Done several more times.

20. When you are prompted to update your router, tap Update.

21. It will take a few minutes to update and you may lose your Internet connection briefly.

2) If you’re using a Ubiquiti AmpliFi Router

1. On the TSYS Genius device you need to get the device’s current IP address. This is the address we will reserve on the router for this device.

2. Ensure the Genius device is powered on, connected via an Ethernet cable, and at the Genius by TSYS screen.

5. Write the IP address found at the top of the screen on a piece of paper. You will need it later.

6. Press the X button to return to the normal operation of your PIN Pad.

7. Turn the device over and look for a 12 digit letter and number combination. This is the MAC address of this machine. It is unique to this machine and is the address the router uses to recognize a device on the network. Copy this MAC address on a piece of paper. You will need it later.

1.On your iPad, tap the AmpliFi app.

2.Tap on the picture of the AmpliFi Router in the middle of the screen.

3. Scroll down to the Advanced section, and tap DHCP Server.

4.Tap Static Leases.

5.Tap the plus sign + in the top right-hand corner to add a new reservation.

6.Complete the following three fields:

Name – Create a unique name for this device.

The MAC Address for the device.

The desired IP Address you wish to reserve for the device.

7.Tap the checkmark in the top right-hand corner, and press Proceed when the Attention dialog box appears.

Section 4. Configuring TSYS in TouchBistro

1. Open your restaurant on TouchBistro.

2. Log in as Admin.

3. Tap Admin | Admin Settings in the top right-hand corner.

4. Tap Payment Gateways under Settings.

5. Tap TSYS to enable it as your payment gateway. Ensure there’s a checkmark in the TSYS cell row.

6. Tap Setup.

7. Enter the Merchant Name, Merchant Site ID, and Merchant Key provided by TSYS. If TSYS has supplied a Terminal ID, enter that.

Note: your Merchant Name is provided by TSYS and may not be the same as your restaurant name entered on the TouchBistro Restaurant Profile screen.

8. Choose either Quick Service or Fine Dining. Tap Quick Service if you prefer customers to sign and select the tip on the iPad. Tap Fine Dining if you prefer customers write the tip in on the credit card receipt. This will generate a pre-auth.

9. Scroll to the bottom of the TSYS Settings screen and review the options in the Advanced Settings area.

10. If you are using your swipers to start bar tabs with a swipe, you can enable Save card for payment when opening Bar Tabs to allow you to close the bar tab without having to reswipe the card. However, if you are using only the MX915/925 device, you cannot start bar tabs with a swipe.

11. By default, TouchBistro will print a merchant and customer copy of the credit card receipt. If you wish to disable printing both these copies, disable Print a merchant and customer receipt.

Note: the credit card authorization number will appear on the guest check if you print it after payment.

12. Tap Save to return to the Payment Gateways screen

13. If you are setting up a VeriFone PIN Pad, tap Manage Terminals.

14. Tap the Addicon to add your terminal.

15. Enter a name to help identify the terminal. For example, indicate where it’s located. Enter the IP address you reserved.

16. Tap Device Type.

17. Ensure VeriFone MX 915/925 is selected.

18. Tap Status Check you entered to ensure the IP address was entered correctly and the PIN Pad is connected properly. You should see an “Online” status report. Tap Cancel to close the dialog box.

19. If you plan to use gift cards, ensure is left enabled. If you disable this, you won’t be able to access Gift Card options on the Checkout screen.

20. Tap Done to return to the Payment Terminals screen.

21. Ensure there’s a checkmark associated with the PIN Pad. This indicates this iPad should use this PIN Pad by default. If the payment terminal is unchecked, simply tap it.

22. Tap Done to return to the TSYS Settings screen.

23. Tap Save to return to the Payment Gateways screen.

Chapter 5. Accepting Credit Card Payments – Counter

After you’ve set up your Merchant details in the Admin section, you or your staff are now ready to start accepting credit card and gift card payments. This section assumes you’re using TouchBistro in register mode. See Accepting Credit Card Payments – Tableside if you’re using TouchBistro in tableside mode.

1. From your Register screen, tap Checkout.

2. Tap Payment Terminal or tap the Information icon if you want to select a non-default terminal.

3. Tap Pay in Full. Do not include tip.

4. Slide, tap, or insert the card as prompted by PIN Pad reader.

5. Turn the PIN Pad towards the customer and let them choose a tip or no tip. The screen is touch sensitive. (The tip screen is set up when you set up your TSYS account. If you don’t see a tip screen or want the time screen removed, consult with your TSYS representative to have this feature added/deleted from your TSYS account.) The chosen tip percentage is applied to the post-tax amount (that is, the subtotal plus the tax).

Note, tips left on credit cards are assigned to the owner of the table. If another staff member clocks in and processes the payment, the tip will be assigned to the table owner, not the clocked-in staff member who takes the payment. For example, Sally opens and serves the table. During her break, James clocks in and the people at the table ask to pay. James processes the payment. The tip left on the credit card will be assigned to Sally.

6. After the bill has been paid in full, TouchBistro will prompt you to close the table.

Chapter 6. Accepting Credit Card Payments – Tableside

After you’ve set up your Merchant details in the Admin section, you or your staff are now ready to start accepting credit card and gift card payments. This section assumes you’re using TouchBistro tableside. See Accepting Credit Card Payments – Counter if you’re using TouchBistro in register/POS mode.

1. From your Checkout screen, tap Payment Terminal.

2. Tap Pay in Full. Do not include tip. Alternatively, if the customer only wishes to pay a portion of the full amount, enter the amount the customer wishes to charge to the card and tap Charge.

3. Slide, tap, or insert the card as prompted by PIN Pad reader.

4. If your Genius device prompts you for a tip, tap No Tip. Remember, you are going to let the customer write the tip on the credit card receipt. (If you never need this tip screen, contact your TSYS representative for information on how to turn it off.)

5. If prompted for a signature on screen, simply have the server make an X and tap Accept.

6. After the card is processed, your designated receipt printer will print out Merchant and Customer credit card slips. Return the card and slips to the customer and direct the customer to sign, complete, and leave the merchant copy. For any tip entered, you need to complete the pre-auth procedure.

7. After the bill has been paid in full, TouchBistro will prompt you to close the table.Tap one of the receipt options.

1) Split by Seating

If the customers each want to pay a portion of the bill, follow these steps.

1. Tap Split by Seating.

2. Seats are split into separate bills. Tap the seat/bill you wish to process with the offered card.

Chapter 7. Reconciling Tips Written on Receipts

If the customer writes in a tip on the credit card receipt, the server or a user with a manager or admin passcode needs to access the closed bill and enter the tip.

1. From the floor plan layout screen, tap Orders.

2. Tap the All Closed Bills tab.

3. Locate the bill with Tip Required. If you have a lot of closed bills, slide Only show if tip required to the green position to filter out bills not requiring tip reconciliation.

4. Tap the bill’s cell area.

5. Tap the listed payment’s cell area.

6. Enter the tip written on the receipt in the Tip field. Tap Process Card.

7. Verify you want to charge the credit card for the new amount and tap Yes.

8. You will see an approval message.

9. Repeat if the bill had multiple payments requiring the entry of tips.

10. If you tap on the bill’s associated Information icon and tap the Print Preview option, you will see the tip has been added to the final bill.

Chapter 8. Credit Card Voids, Returns, or Reprints

If you need to void a credit card payment, perform a credit card return, or reprint a slip for signing, revisit the bill’s payment.

Section 1. Refunding a Bill before you Close Your Day

1. From your floor plan, tap Orders.

2. Tap the bill you wish to refund and tap the More button. Tap Refund Sale.

4. The refund sale invoice is automatically named after the bill number of the refunded bill. Tap it and tap Edit Order to open it (or right swipe on the order).

5. When you open the refund sale invoice, you will notice all items in the refunded bill are negative quantities. If the items have programmed mandatory modifiers, ignore the warning. If the refunded items are inventoried, TouchBistro returns the inventory count. As well TouchBistro correctly calculates the refunded tax. Tap Checkout to close out this refund invoice.

6. Tap the Integrated Refund option.

7. Enter the Authorization code from bill you are refunding. The authorization code is printed on the credit card receipt and the guest check.

8. Close the sales refund invoice.

9. Your end of day will properly reflect the original bill and the matching refund. In the example pictured above, we’ll assume we had one order for the day and we also refunded it. We can see the order is matched with an equal but negative refund. It nets out to $0 sales for the day.

Section 2. Processing a Void

TSYS uses a batch system. Money is not deposited into your merchant account until the batch is submitted. This has the advantage of allowing you to void transactions before they get submitted. It can be helpful if you have correct an error (for example, the customer used the wrong credit card). The advantage of using a void is no transaction is registered on the customer’s credit card report. Voids can only be performed as long as you have not submitted your batch. After a submission, you need to refund a purchase to correct any error.

In the example image above, imagine we’ve done one transaction so far for the day. If we examined our batch (Admin | Payment Gateway Options), we would see that transaction (plus any tip left) in the batch. Until you tap Batch Close, you still have the opportunity to void that transaction. To void:

1. Tap Orders.

2. Tap the Closed Bills tab, tap the closed order you wish to void, tap More, and then tap View/Edit Payments.

3. Tap the Information icon associated with the payment and then tap Void Payment.

4. You will be given a warning. After acknowledging the warning, you will see your payment is now gone. Tap Done. At this point the payment has been deleted from the batch. There is no way to get it back.

5. You are returned to the Close Bills tab. Although you voided the payment, the void does not delete the closed bill. It just removes the integrated payment. If you were to close your day at this point, you would have $90.40 in sales but no matching payment. You need to balance this voided bill with a non-integrated refund.

8. The refund sale invoice is automatically named after the bill number of the refunded bill. Tap it and tap Edit Order to open it (or right swipe on the order).

9. When you open the refund sale invoice, you will notice all items in the refunded bill are negative quantities. If the items have programmed mandatory modifiers, ignore the warning. If the refunded items are inventoried, TouchBistro returns the inventory count. As well TouchBistro correctly calculates the refunded tax. Tap Checkout to close out this refund invoice.

10. Do not tap Integrated Refund option at this point. Close this refund invoice using the Non-Integrated Credit Refund option.

11. Select the card type you voided. For example, if you voided a Visa transaction, tap Visa.

12. Tap Full Refund.

13. Close the sales refund invoice.

14. If you were to return to your Closed Bills tab, you’d see your original closed bill and the negative refund that balances out the void.

15. Similar to a refund, if this was the only transaction you did for the day, your sales would be properly balanced out to zero.

16. As well if you examined your batch, you would find it empty (or less the bill plus tip amount if there were additional, non-voided charges).

Section 3. Doing a Manual Refund

1. From the floor plan layout screen, tap Orders.

2. Tap the Closed Bills tab, tap the closed order you wish to manually refund, tap More, and then tap View/Edit Payments.

3. Tap the Information icon associated payment and tap either Perform full Credit Card Refund or Perform Partial Credit Card Refund. The return will appear on the credit card bill and can be performed if you’ve submitted a batch.

4. Enter the amount and tap Refund.

5. Confirm you want to process the return.

6. Unlike a void, a manual refund will submit both the original charge and the refund in the batch. A refund item may show up on the customer’s credit card statement if you use this option.

Section 4. Reprint a Credit Card Slip

If you need to reprint a credit card slip, do the following:

1. Tap Orders.

2. Tap the Closed Bills tab, tap the closed order you wish to void, tap More, and then tap View/Edit Payments.

3. Tap the Information icon associated with the payment and then tap Payment Info.

4. Tap Reprint Slip.

5. On the Signature Line screen, tap Yes if you need to reprint the credit card slip with the signature line. For example, you sent the slip to print and the paper ran out. You need to reprint the slip with the signature line because the customer still needs to sign the slip. Tap No if you just need to generate an additional copy that doesn’t require a signature.

Chapter 9. Using TSYS Gift Cards

1. If you are using TouchBistro in register mode, tap Checkout in the top right to access the Checkout screen.

2. Tap Payment Terminal or tap the Information icon if you want to select a non-default terminal.

3. Tap Pay in Full. Do not include tip.

4. Slide the gift card through the PIN Pad reader.

5. Turn the PIN Pad towards the customer and let them choose a tip or no tip. The screen is touch sensitive. (The tip screen is set up when you set up your TSYS account. If you don’t see a tip screen or want the time screen removed, consult with your TSYS representative to have this feature added/deleted from your TSYS account.) The chosen tip percentage is applied to the post-tax amount (that is, the subtotal plus the tax).

4. After the bill has been paid in full, TouchBistro will prompt you to close the table.

Section 1. Managing the Gift Card

You cannot add value or check balances using your Genius PIN pad reader. You will need to use the Gift Card option. If you do not have swipers, you will need to use the manual entry option.

You can activate/add funds to a gift card, process a refund onto the gift card (return a dollar amount to the card), or view a gift card’s balance from the checkout. You can do this from the Checkout screen.

To access the Gift Cards options menu, tap the Information icon associated with the Gift Card link. If you do not see the Gift Card option, ensure Card Swiper was enabled under TSYS’s setup screen (see Chapter 4, Section 4).

1) Activate or Reload a Gift Card

Activating or reloading a gift card requires Manager approval. If the user is not a manager, they will see a Manager Confirmation screen first before they are shown the Activation screen.

To activate or reload a card:

1. Tap Activate/Reload Gift Card.

2. Enter in amount the customer wants to put on the card.

3. If you’re using the iDynamo swiper, go ahead and swipe the card. Otherwise, tap Manual Entry, and type the gift card number in manually. You cannot use a Genius Terminal to activate or reload gift cards.

2) View remaining balance on gift card

If you wish to check a gift card’s balance before processing it follow these steps:

1. Tap View Balance.

2. Swipe the card.

Chapter 10. Selling Gift Cards

When you activate or load a gift card, TouchBistro logs the sale in the Gift Card Activity report’sGift Card Activity section (pictured above). However, it’s important to log any value added to a gift card as a menu item sale to help balance out your cash drawer and credit card receipts as well as accurately log payment methods.

Although it might seem unnecessary to log a gift card value addition as a sale when the Gift Card Activity report already captures a sale, it only provides half the necessary information. Imagine, for example, a customer topped up a gift card for $50 and paid with a $50 bill. Your Gift Card Activity report would show a $50 value addition but your End of Day sales report would have no record of the $50 cash payment. Your cash drawer would be $50 over and you could only guess that that $50 represents the $50 gift card top up. As well, many customers will want to pay for the gift card value add with a credit card. To be able to process a sale, you need a gift card value menu item to execute the credit card sale.

To ensure complete and accurate accounting, follow the following steps:

9. Give the menu item name something like Gift Card Value Add. This will will be used when a new card is purchased and value is added to it or when an existing card is topped up.

10. Set it for an Open Price.

11. Ensure Taxes is set to No Tax.

12. Enable Is a Gift Card.

13. Return to the Menu setting screen and tap Menus.

14. Tap a menu category (for example Full Menu).

15. Tap Add Menu Category and add our Gift Cards menu category.

16. Tap Save and then add the Gift Cards menu category to additional Menus as necessary.

Section 2. Processing the Order

1. Open your cash register.

2. Tap your Gift Card menu category.

3. Tap your Gift Card Value Add menu item.

4. Enter the value you wish to add to the card and then tap Set Price.

5. Double check you set this menu item up not to charge tax. In most jurisdictions, you do not charge tax on values added to a gift card, as the tax is paid when the gift card is used to pay for a good or service. Tap the Checkout icon.

7. Enter the amount you wish to add to the card. You can swipe the card or tap Manual Entry and input the gift card number manually.

8. Confirm the amount by tapping Yes.

9. You will see the new balance. Tap OK.

10. Even though we’ve added a value to the card, we have yet to actually collect payment for the value addition. You can now tap a payment option to collect. If the customer wants to pay cash, tap Cash. Or tap an integrated payment option if the customer wants to pay with a card.

11. After selecting your payment method, tap Pay in Full and complete the sale as you would complete any other menu sale.

Section 3. Reporting

When you do your end of day, you will be prompted to generate the Gift Card Activity Report along with the usual End of Day Report.

In the pictured example above, our Gift Card Activity report shows we sold one menu item flagged as a gift card (the Gift Card Value Add menu we created above). It also logs the actual value addition we did, indicating the amount loaded onto the card. Waiter indicates the staff member who added the card value.

In the pictured example above, our End of Day report also captures the gift card menu item sale in Sales Totals. It’s important to keep gift card value associated with their own sales category to help separate out such sales and keep food/alcohol cost reports accurate.

The Gift Card Activity report helps us properly account for sales we can recognize for that day or period. For example, we have $92.11 in pre-tax sales. However, our Gift Card Activity report indicates $50 was a gift card value addition. We know to deduct $50 from today’s sales, leaving us with $42.11 in sales we can realize for that day. Of course, when the customer spends the $50 gift card on food, drinks, merchandise, or services, TouchBistro will capture those menu sales and the $50 will be realized then.

Chapter 11. Closing Your Batch

Follow these steps to close your batch via TouchBistro:

1. Login as an Admin or Manager.

2. Tap Admin or Options (if you’re logged in as a Manager profile).

3. Tap Payment Gateway Options.

4. Tap Batch Summary.

5. Review the batch summary and tap Batch Close.

6. TouchBistro will prompt you your batch has been submitted successfully. Tap OK.

Chapter 12. Testing Your Setup

1. Scroll to the bottom of your payment setup page.

2. Tap Test Payment Gateway.

3. Tap Untested next to each feature you support and follow the on-screen prompts.